LNG Economics Decision Studio

Understand the operating model before opening the live use case.
LNG Economics Decision Studio Launch
Refreshed: 2026-07-19 09:25:42 UTC
SOURCE
bp Sphere use case launch spec + linked runtime proof surfaces
Scope: Understand → Experience → Verify
POLICY
Launch metrics are non-attestation unless a section is explicitly marked live
EVIDENCE
ICE TTF, CME Henry Hub, JKM, carbon and freight feeds, cargo portfolio, contract repository, vessel availability, trading systems, treasury and finance planning
RECORDS
Scenario orientation with downstream runtime, evidence, lineage, and read-model links
ACTION
Launch LNG Economics Decision Studio

Launch Page Data Basis

T2/T3 MIXED READ MODEL NON-ATTESTATION FALLBACK DISCLOSED
The figures on this launch page are validation-orientation values unless a section is explicitly marked live. They are not audit-attested SOR proof and must not be presented as production financial evidence. A live compact read-model anchor is shown below for this launch page. Static launch metrics remain orientation-only.

Live Domain Read-Model Anchor

These values come from page-specific persisted read-models where available. Zeros mean no live rows were present, not a substituted demo value.
Project contract terms
1
Contract-term rows available for economics/formula context.
Contracts
1
Project contract rows available for commercial lineage.
Project spend actuals
0
Actual spend rows available for economics grounding.
Replay manifests
606
Replay manifests available before economics decisions are treated as reconstructable.

Source Connector Readiness Anchor

Connector dependencies are loaded from tenant domain connector manifests for trading, energy_trading, treasury. This is readiness metadata, not a successful SOR call; live proof still requires read-model rows, evidence, policy, replay, or source-system response records. Mode distribution: declared: 10, primary: 5, secondary: 2.
trading · ctrm_endur
primary
2 operations: read, write · freshness 60s
trading · market_data_fabric
primary
1 operations: read · freshness 5s
trading · risk_calc_grid
primary
2 operations: read, write · freshness 300s
trading · logistics_control_tower
primary
2 operations: read, write · freshness 300s
trading · settlements_matching
primary
2 operations: read, write · freshness 600s
trading · sap_s4_finance_bridge
secondary
1 operations: read · freshness 900s

Live Platform Proof Anchor

These counts come from persisted runtime tables. Business figures elsewhere on this launch page remain non-attestation unless separately marked live.
Agent Executions5826289
Policy Evaluation Logs21474823
Decision Ledger Records5422407
Organizational Change Records7
Value Event Records39489
Business Problem
Why this use case matters before the demo starts
LNG economics are highly sensitive to TTF, Henry Hub, liquefaction tolls, shipping, vessel availability, carbon cost, and contract obligations. Commercial and finance teams often rely on spreadsheets and manual analyst work; by the time analysis is complete, market conditions may have moved.
bp Sphere Decision Operating System
LNG Economics Decision Studio
Simulate LNG portfolio economics, prove formula lineage, evaluate policy impact, trigger governed commercial actions, learn from outcomes, and replay historical decisions.
Enterprise Signal
LNG market economics signal
This use case starts with a governed enterprise signal, not a generic AI prompt.
bp Sphere Assembles
Context + Evidence + Policy + Impact + Judgment + Memory
Source systems consulted: ICE TTF, CME Henry Hub, JKM, carbon and freight feeds, cargo portfolio, contract repository, vessel availability, trading systems, treasury and finance planning. Consequences evaluated: Gross spread, net margin, margin per cargo, annual LNG profit, cargo diversion economics, contract profitability, hedge posture, and investment decision quality.
Context Discovery
Evidence Assembly
Policy Evaluation
Impact Analysis
Human Judgment
Decision Memory

What This Use Case Proves

1
Signal
LNG market economics signal enters the operating model.
2
Context Discovery
ICE TTF, CME Henry Hub, JKM, carbon and freight feeds, cargo portfolio, contract repository, vessel availability, trading systems, treasury and finance planning are assembled into enterprise context.
3
Evidence & Policy
Controls and source evidence shape the decision before recommendation.
4
Impact
Gross spread, net margin, margin per cargo, annual LNG profit, cargo diversion economics, contract profitability, hedge posture, and investment decision quality are calculated before action.
5
Human Judgment
The operator approves, overrides, escalates, or requests more evidence.
6
Decision Memory
The same pattern extends to crude trading, refined products, power, carbon, hedging, and commercial portfolio optimization.

Launch Metrics · Non-Attestation Unless Marked Live

Formula Steps4
Evidence Sources6
Policies Evaluated4
Agentic Actions4
Replay Stages7

Why This Is Credible

  • Gross spread, net margin, margin per cargo, and annual profit are recalculated from explicit inputs
  • Every market number opens source evidence, timestamp, confidence, and formula lineage
  • Policies evaluate margin threshold, investment hurdle, exposure limit, and diversion authority
  • Agentic actions remain governed through evidence, policy, impact, approval path, learning, and replay
Every Recommendation Must Be
✓ Explainable
✓ Traceable
✓ Replayable
✓ Overrideable
✓ Auditable
✓ Source-Backed
✓ Safe When Evidence Is Insufficient
Recommendation Is Not The Product.
The durable value is the governed combination of context + evidence + policy + impact + human judgment. The recommendation is merely the visible output.

What The Operator Needs To Answer

  • If TTF moves to $8/MMBtu, should we still ship?
  • What is the break-even spread and which cargoes become uneconomic?
  • Which contracts are below margin threshold or now underwater?
  • Should we divert cargoes, renegotiate contracts, optimize freight, or hedge the spread?
  • Can we prove the formula, evidence, policy, approval, outcome, and replay chain?

Enterprise Context Consulted

Market FeedsTTF, Henry Hub, JKM, carbon price, freight index, and timestamped confidence
Cargo PortfolioCargo size, cargoes per year, routes, vessel availability, and portfolio obligations
Contract RepositorySPA terms, liquefaction tolls, diversion rights, minimum commitments, and margin clauses
Trading SystemsSpread, hedge, cargo scheduling, route economics, and market scenario assumptions
Finance PlanningOverhead, annual profit threshold, capital allocation posture, and investment policy
Evidence VaultFormula inputs, source timestamps, policy checks, action payloads, approvals, outcomes, and replay packets

How This Use Case Lands In The Room

What the user sees
Simulation inputs, economics KPIs, formula engine, market context, profit chart, policy posture, decision lens, actions, learning, and replay
What the system proves
Numbers are deterministic, formula-traceable, source-bound, policy-evaluated, action-ready, and replayable
Human judgment
Commercial leads, Trading, Supply Operations, Treasury, and Finance approve governed actions before execution
Why it matters
This turns LNG economics from spreadsheet analysis into a governed commercial decision workspace

Evidence Intelligence Fabric

Controlled Truth Sources

Market FeedsCargo PortfolioContract RepositoryTrading SystemsFinance PlanningEvidence Vault

Policies Evaluated

Evidence Discovery Timeline

Runtime Proof Links

Evidence artifact
Open the evidence pack and lineage before treating any recommendation as source-backed.
Policy and replay artifact
Policy and replay claims must resolve to a platform surface, not just launch-page narrative text.
Value claim boundary
Protected, pending, and realized value stay separate. Realized value requires finance attestation.

Evidence Pack Viewer

Evidence Lineage

Validation Script

Step 1 · Open the launch page
Click: /ui/use-case-launch?case=lng_economics
Step 2 · Launch the studio
Click: Launch LNG Economics Decision Studio
Step 3 · Move a market driver
Click: Use TTF $8 Stress or drag the TTF slider